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Strategies & Market Trends : Z PORTFOLIO

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To: Larry S. who wrote (1495)	3/18/1998 7:51:00 PM
From: Ron McKinnon	Read Replies (1) of 11568

status 3/18 closed CA 3/5 ron 1000 49.8750 49875 3/17 53.4375 53438 3563 -15 3548 7% FRO 3/9 larry 1000 28.9375 28938 3/18 32.3750 32375 3438 -15 3423 12% NOVL 2/25 larry 2000 9.3750 18750 3/18 10.3125 20625 1875 -15 1860 10% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold AAC 12/31 dan 2500 7.4375 18594 6.9375 17344 -1250 -15 -1265 -7% BAY 3/6 larry 1000 30.3750 30375 26.3750 26375 -4000 -15 -4015 -13% BS 3/18 larry 2000 13.4375 26875 13.6875 27375 500 -15 485 2% BTJ 2/11 paul 4000 6.0000 24000 6.1875 24750 750 -15 735 3% CBS 2/6 larry 1000 30.6250 30625 32.0625 32063 1438 -15 1423 5% CPQ 3/6 paul 1000 28.0625 28063 23.8750 23875 -4188 -15 -4203 -15% DIGI 1/15 dan 1500 21.5000 32250 17.8750 26813 -5438 -15 -5453 -17% DIGI 3/4 steve 2000 18.1875 36375 17.8750 35750 -625 -15 -640 -2% HRSH 3/5 darth 2400 10.3125 24750 9.6875 23250 -1500 -15 -1515 -6% IOM 1/21 dan 2000 13.0000 26000 7.2500 14500 -11500 -15 -11515 -44% IOM 2/20 dan 2000 8.6875 17375 7.2500 14500 -2875 -15 -2890 -17% IOM 3/12 dan 2000 8.4375 16875 7.2500 14500 -2375 -15 -2390 -14% IRF 3/17 dan 2000 12.5000 25000 12.1250 24250 -750 -15 -765 -3% LNET 12/31 dan 2500 11.0000 27500 11.3750 28438 938 -15 923 3% PAUH 1/6 dan 3000 10.0000 30000 10.0000 30000 0 -15 -15 0% RAM 2/26 darth 3000 6.0000 18000 6.3125 18938 938 -15 923 5% TLK 3/5 sue 2000 8.0000 16000 7.8125 15625 -375 -15 -390 -2% UTI 3/3 sue 2000 14.0000 28000 13.0000 26000 -2000 -15 -2015 -7% VLSI 3/4 dan 2000 19.1250 38250 17.7500 35500 -2750 -15 -2765 -7% * * * * * 494906 459844 -35063 -285 -35348 -7% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 100001 Less Holdings at Cost 494906 Equals Cash Balance 105095 Plus Holdings At Present Price 459559 Equals Total Portfolio Balance 564654 Portfolio Change YTD 64654 12.93%

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